4J Wealth Management LLC
CIK: 0001840775Latest portfolio: $174.7M · Q4 2025
Holdings
98
Total Value
$174.7M
New Positions
98
Closed Positions
0
Top Holdings
View All 98 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 38,297 | $26.2M | 15.01% | NEW | |
| 2 | TOUST ROWE PRICE ETF INC | 497,448 | $17.2M | 9.82% | NEW | |
| 3 | TCAFT ROWE PRICE ETF INC | 279,558 | $10.7M | 6.12% | NEW | |
| 4 | DYNFBLACKROCK ETF TRUST | 145,895 | $8.9M | 5.08% | NEW | |
| 5 | TFLRT ROWE PRICE ETF INC | 149,231 | $7.7M | 4.39% | NEW | |
| 6 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,474 | $6.8M | 3.88% | NEW | |
| 7 | IEIISHARES TR | 54,012 | $6.4M | 3.69% | NEW | |
| 8 | TTEQT ROWE PRICE ETF INC | 183,711 | $6.0M | 3.42% | NEW | |
| 9 | NVDANVIDIA CORPORATION | 29,373 | $5.5M | 3.14% | NEW | |
| 10 | UNOVINNOVATOR ETFS TRUST | 135,531 | $5.2M | 2.95% | NEW | |
| 11 | AAPLAPPLE INC | 17,218 | $4.7M | 2.68% | NEW | |
| 12 | GOOGALPHABET INC | 13,432 | $4.2M | 2.41% | NEW | |
| 13 | AMZNAMAZON COM INC | 12,681 | $2.9M | 1.67% | NEW | |
| 14 | IAU*ISHARES GOLD TR | 32,291 | $2.6M | 1.50% | NEW | |
| 15 | DGROISHARES TR | 36,723 | $2.5M | 1.46% | NEW | |
| 16 | MSFTMICROSOFT CORP | 4,854 | $2.3M | 1.34% | NEW | |
| 17 | NOCNORTHROP GRUMMAN CORP | 3,804 | $2.2M | 1.24% | NEW | |
| 18 | IBDUISHARES TR | 92,600 | $2.2M | 1.24% | NEW | |
| 19 | IBDRISHARES TR | 85,795 | $2.1M | 1.19% | NEW | |
| 20 | TCALT ROWE PRICE ETF INC | 87,813 | $2.1M | 1.18% | NEW | |
| 21 | TSLATESLA INC | 4,434 | $2.0M | 1.14% | NEW | |
| 22 | TSPAT ROWE PRICE ETF INC | 46,146 | $2.0M | 1.13% | NEW | |
| 23 | SHYISHARES TR | 22,394 | $1.9M | 1.06% | NEW | |
| 24 | TBUXT ROWE PRICE ETF INC | 33,577 | $1.7M | 0.96% | NEW | |
| 25 | ANETARISTA NETWORKS INC | 12,252 | $1.6M | 0.92% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.6230171611068486e+181T)
Unknown0.0% ($67722621816777752.0T)
Technology0.0% ($5478468023471.6T)
Healthcare0.0% ($450318246.2T)
Consumer Cyclical0.0% ($29261994.5T)
Industrials0.0% ($2169572.3T)
Communication Services0.0% ($421511.3T)
Utilities0.0% ($639.3T)
Energy0.0% ($1.5B)
Consumer Defensive0.0% ($346K)
Filing History
Fund Information
4J Wealth Management LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $174.7M across 98 holdings. The largest position is ISHARES TR (IVV), representing 15.0% of the portfolio. Compared to the previous quarter, the fund opened 98 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.